To help you get started, example draft automations now appear that you can customize and publish:

Each example draft appears only if your organization has never created an automation using that entry source (First Ever Donation, Next Donation, or Initial Recurring Donation).

Each example draft has an example template guide that is based on best practices. You can follow the guide or set up the automation how you'd like.

The new Donor Lifecycle category includes all your donation automations and has two sections: Current Donor Automations and Prospective Donor Automation.

In the Prospective Donor Automation, click Coming Soon to learn about the upcoming Prospective Donors entry source. In early 2026, you'll be able to use this new entry source to create a cultivation journey for prospective donors.

When you replace an email in an automation, you can now select an existing template or copy an existing email.

When you enter or create a Bloomerang CRM password, you can now click an icon to reveal or hide your password.

If a new user's invitation link expires, the user can no longer generate a new invitation link themselves and must contact their administrator for assistance.

If you request a password reset link, you can now click a button to resend the link to your email address if needed.

The Bloomerang CRM login, password reset, and two-factor authentication pages have an updated visual design and layout.

The external links on the login pages now include links to the Bloomerang CRM mobile app for both iOS and Android.

The external links no longer include the product blog or changelog. You can still access these pages on Bloomerang's website.

Some phrasing, buttons, and links on the login pages have minor wording updates for increased clarity.

To quickly create a new email in your automation, you can now select an existing template or copy an existing email.

Three new templates help you set up well-designed automation emails with ease. You can now use the New First Time Donor template, Happy Birthday template, or Simple template.

First transaction date/amount

Second transaction date/amount

Latest transaction date/amount

Largest transaction date/amount

You can now create relationships between DAFs and DAF donors. From the relationship roles list, select Donor-Advised Fund or Donor-Advised Fund Contributor.

While creating a DAF relationship, you can select Automatically apply Soft Credits for this relationship. After you select this option, donations added to the DAF account will automatically create soft credits for the donor.

DAFs you have linked to donors will now show in the account headers of those donors.

When you add or edit a relationship, a dialog box opens rather than a separate page.

You can now create relationships from any constituent tab by selecting New Relationship from the drop-down menu in the constituent header. After saving your changes, you remain on the tab you were on originally.

To highlight the ability to create custom relationship roles, admin users can now add a new relationship role from the Select relationship drop-down list.

You can now automatically celebrate donor anniversaries. To set this up, create an automation and select the new Donor Anniversary entry source. Bloomerang CRM sends your anniversary email to current donors each year, starting with their first donation anniversary. You can have only one published or paused Donor Anniversary automation at a time.

To help you keep things simple, you can now have only one published or paused Happy Birthday automation at a time.

You can now automatically assign a relationship manager to constituents. In your automation, add an Assign Relationship Manager action and select a relationship manager. If the constituent already has a relationship manager, they keep that manager.

You can now automatically assign a task to the constituent's relationship manager. In your automation, add a Create Task action and select to assign the task to the relationship manager. If the constituent doesn't have a relationship manager, the task is assigned to the Assign To person you select.

You can now send personalized video acknowledgements to donors via email from your mobile device. Each video acknowledgement can be up to 90 seconds long, and each must be unique. This creates an enhanced sense of connection and unforgettable experiences for your donors. You can also select a thumbnail and preview the email and video before you send them to the donor.

You must now link your Apple ID to Bloomerang Payments to use Tap to Pay. If Bloomerang Payments is connected and your device is compatible with Tap to Pay, the mobile app automatically prompts you to link your Apple ID.

The submission button now includes the registration total and is named Register Now.

The offset fee option now appears after the registration type.

Billing fields now appear in the Contact Information section.

The Comments box now appears in the Payment Information section.

After a transaction is created, Bloomerang now waits 24 hours before evaluating whether the transaction qualifies the constituent to enter a donation automation.

Gives you time to correct transactions and merge duplicate accounts so constituents enter the automation you intend them to

Allows time for constituents to receive an email receipt before an automation sends an email acknowledgement

Applies to transactions created within the last 24 hours with a donation date within the last 30 days

The donate button now includes the donation total and is named Donate Now.

The offset fee option moved to the top of the page.

Billing fields now appear in the Contact Information section.

The Comments box now appears in the Billing section.

If reCAPTCHA v3 can't authenticate this donor, the reCAPTCHA v2 test now appears after the Comments box.

The join button now includes the donation total and is named Start Membership.

Billing fields now appear in the Contact Information section.

The Comments box now appears in the Billing section.

If reCAPTCHA v3 can't authenticate this donor, the reCAPTCHA v2 test now appears after the Comments box.

To save time, you can now copy an existing automation to create a new automation.

You can now delete draft automations.

To archive an automation, delete a draft automation, or send a test automation email, you now click the new Action button.

The entry source category Asks or Events is now named Campaigns & Cultivation.

The entry source category First Membership Payment is now named Initial Membership Payment.

You can now view details about the entry source, actions, and time delays without pausing a running automation.

When a Next Donation automation is running, you can now click Filters Applied to view the entry source details if you change the default donation types or select a filter.

When a group-based automation is running, you can now click Filters Applied to view the entry source details.

Performance improvements

There is now an Apps icon you can click to access other Bloomerang products directly from Bloomerang CRM.

The product logo shows "Bloomerang CRM" instead of "Bloomerang" to specify the Bloomerang product currently in use.

The Collapse Side Navigation icon is now attached to the side navigation menu instead of to the product logo. You can still see the product logo after collapsing the side menu.

The Notifications icon now:

The Help menu now includes a link to product updates so you can view our changelog directly from your account.

The profile icon shows the first letter of the account name instead of an avatar symbol.

Some menu items have updated wording. For example, in the profile button menu, Edit My User is now My profile.

Billing information is now within Settings instead of in the profile menu. The page is called Billing & License.

You can now:

If a constituent completes or exits a donation automation, they never again enter a donation automation for that same transaction, even if you edit the transaction after they complete or exit the automation.

If you edit a transaction, the constituent can qualify to enter a donation for that transaction only if they have never qualified to enter an automation for that transaction.

If you merge constituent accounts, Bloomerang checks whether the constituent is within a First Ever Donation automation for either account and determines whether the constituent still qualifies to be within that automation. If the donor isn't a new donor, Bloomerang exits the donor from the First Ever Donation automation.

If you import multiple donations for a constituent, Bloomerang uses the donation date to determine whether a donation qualifies for a First Ever Donation or Next Donation automation.

If you import a donation to a constituent who is currently within a First Ever Donation automation, Journey Automation re-evaluates whether the constituent should remain in that automation. If the imported donation predates the other donation, the constituent exits the First Ever Donation automation and re-enters that automation for the imported donation.

Custom Donor Journeys — When you create an automation, you design a custom journey for individual constituents based on donation activity, group membership, or birthdate. Create single- or multi-step journeys, such as an email welcome series for new donors that includes a task assignment for donor calls.

Flexible Automation Options — Each automation begins with an entry source, which defines how constituents qualify to enter an automation. Select from several entry sources based on donation type, group membership, and birthdate. For highly personalized journeys, add optional filters for donation amount, campaign, fund, or appeal. For drip campaigns, you can select to automatically exit constituents who donate to your campaign so you don't continue to send appeals.

Automatic Participation and Progress — After you publish an automation, constituents automatically enter the automation if it applies to them. They automatically move through each step of the journey.

Simple Management and Insightful Analytics

Licensing — During this public beta, your license allows three running automations. With three, you can automate all of your donation acknowledgements. After the upcoming General Availability release of Journey Automation, you'll be able to upgrade to unlimited running automations.

New graphs — Track constituents by number of recent interactions, generosity score, and more.

Interactive graphs — Click on a graph segment to instantly filter the constituents list.

Actions Taken — New Actions Taken metric counts intentional actions that constituents take to engage with your organization.

When you click New Report, report templates now appear on the same page as the Start From Scratch option. This streamlines the New Report process by eliminating a step and showing you the available report templates at a glance.

The following new report templates have been added:

Add, view, or unlink fundraisers on transactions including pledges and all payments.

Use the Fundraiser section instead of using soft credits or custom fields to manage fundraisers.

Run constituent and transaction reports based on fundraiser data.

Acknowledge fundraisers separately from donors.

Bloomerang now emails only the Head of Household.

The email uses household-type merge fields where relevant.

Calculated fields, such as Lifetime Raised and others, show household data.

Non-household merge fields show Head of Household data.

Custom merge fields show Head of Household data.

A description of the partner and a link to the partner web site.

A description of the connector and a link to the connector web site.

Whether the connector was developed by Bloomerang or the partner.

A link to the connector's configuration options, if Bloomerang developed the connector.

How to contact the partner, if they developed the connector.

You can now apply a soft credit to an active pledge. For example, if a constituent has a soft credit for a donation made through a donor-advised fund, you can now edit that soft credit to apply it to a pledge.

The soft credit reduces the pledge balance, updates the pledge analytics (pledge status, installment status, amount paid, and amount in arrears), and appears in the Payments Received list.

If a constituent belongs to a household, and another household member has an active pledge:

If you apply a pledge payment to another household member's pledge, or convert a donation to a payment on another household member's pledge: